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WADDELL & REED FINL INC
WADDELL & REED FINL INC. Institutional holdings reported to the SEC.

Institutional Holders (2014Q4)
Portfolio Summary: 318 Institutional holders with a total value of $3,496,983,340.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 FMR LLC 8,085,708 402,830,000 11.52%
2 VANGUARD GROUP INC 4,965,084 247,361,000 7.07%
3 WELLINGTON MANAGEMENT GROUP LLP 3,442,451 171,503,000 4.90%
4 HERNDON CAPITAL MANAGEMENT LLC 3,184,704 158,662,000 4.54%
5 BlackRock Institutional Trust Company, N.A. 3,130,589 155,966,000 4.46%
6 BlackRock Fund Advisors 2,425,659 120,846,000 3.46%
7 PRICE T ROWE ASSOCIATES INC /MD/ 2,312,158 115,192,000 3.29%
8 Bank of New York Mellon Corp 2,298,435 114,508,000 3.27%
9 STATE STREET CORP 2,203,343 109,769,000 3.14%
10 Fisher Asset Management, LLC 2,122,331 105,735,000 3.02%
11 NORTHERN TRUST CORP 1,038,040 51,715,000 1.48%
12 VICTORY CAPITAL MANAGEMENT INC 948,858 47,273,000 1.35%
13 AMERICAN CENTURY COMPANIES INC 924,573 46,062,000 1.32%
14 GABELLI FUNDS LLC 876,000 43,642,000 1.25%
15 NORGES BANK 853,840 42,538,000 1.22%
16 Invesco Ltd. 807,687 40,239,000 1.15%
17 TIVERTON ASSET MANAGEMENT LLC 800,000 39,858,000 1.14%
18 RENAISSANCE TECHNOLOGIES LLC 774,100 38,566,000 1.10%
19 MILLENNIUM MANAGEMENT LLC 767,815 38,253,000 1.09%
20 PINNACLE ASSOCIATES LTD 737,349 36,735,000 1.05%
21 ROYCE & ASSOCIATES LP 733,791 36,557,000 1.05%
22 BANK OF AMERICA CORP /DE/ 653,213 32,542,000 0.93%
23 PRUDENTIAL FINANCIAL INC 652,863 32,526,000 0.93%
24 DAVENPORT & Co LLC 642,165 31,992,660 0.91%
25 WELLS FARGO & COMPANY/MN 639,242 31,847,000 0.91%
26 AMERIPRISE FINANCIAL INC 554,462 27,622,000 0.79%
27 HERMES INVESTMENT MANAGEMENT LTD 546,120 27,208,000 0.78%
28 GEODE CAPITAL MANAGEMENT, LLC 529,719 26,390,000 0.75%
29 Kames Capital Management Ltd 520,882 25,950,341 0.74%
30 GOLDMAN SACHS GROUP INC 497,905 24,805,000 0.71%
31 JPMORGAN CHASE & CO 497,748 24,797,000 0.71%
32 MORGAN STANLEY 494,370 24,630,000 0.70%
33 DEUTSCHE BANK AG\ 484,213 24,122,000 0.69%
34 CITADEL ADVISORS LLC 483,762 24,101,000 0.69%
35 Jupiter Investment Management Ltd 475,996 23,714,000 0.68%
36 REGIONS FINANCIAL CORP 458,118 22,824,000 0.65%
37 Epoch Investment Partners, Inc. 457,526 22,794,000 0.65%
38 Weiss Multi-Strategy Advisers LLC 450,000 22,419,000 0.64%
39 PRINCIPAL FINANCIAL GROUP INC 435,489 21,696,000 0.62%
40 HAHN CAPITAL MANAGEMENT LLC 435,125 21,677,921 0.62%
41 AQR CAPITAL MANAGEMENT LLC 430,070 21,426,000 0.61%
42 FRONTIER CAPITAL MANAGEMENT CO LLC 418,977 20,873,000 0.60%
43 WBI INVESTMENTS, LLC 409,781 20,415,000 0.58%
44 NEW YORK STATE COMMON RETIREMENT FUND 408,757 20,364,000 0.58%
45 WEDGE CAPITAL MANAGEMENT L L P/NC 402,443 20,050,000 0.57%
46 MARSHALL WACE, LLP 378,839 18,874,000 0.54%
47 GAMCO INVESTORS, INC. ET AL 372,400 18,553,000 0.53%
48 ALLIANCEBERNSTEIN L.P. 370,209 18,444,000 0.53%
49 ROYAL BANK OF CANADA 366,625 18,265,000 0.52%
50 BNP Paribas Asset Management Holding S.A. 353,244 17,599,000 0.50%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.